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BRIDGEPORT ROTARY CLUB FOUNDATIONINC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BRIDGEPORT ROTARY CLUB FOUNDATIONINC (EIN 20-5655260)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201941359349303444
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T08:09:29-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RITCH GREENBERG AND HASSANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line170 PLATT RD--PO BOX 466AddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064840466ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205655260EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRIDGEPORT ROTARY CLUB FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRIDBusinessNameControlTxt
Phone2038951454PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 CENTERVIEW DRIVEAddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER GALLO CPAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2038951454PhoneNum
Signature2018-09-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL R GREENBERGPreparerPersonNm
PTINP00465929PTIN
Phone2039296371PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.241.109.1IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm08:09:18IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC8031A8D40FD72434DD7E04E8BE3315D501E7969AtSubmissionCreationDeviceId
At Submission Filing Device IdC8031A8D40FD72434DD7E04E8BE3315D501E7969AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTOPHER GALLO CPAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 CENTERVIEW DRIVEAddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$237,211GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THIS ORGANIZATION IS TO PROVIDE SUPPORT BY CONTRIBUTING IN COMMUNITY PROGRAMS IN NEED OF SOCIAL, FINANCIAL, EDUCATIONAL, HEALTHCARE & EMERGENCY RELIEFActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$31,338PYContributionsGrantsAmt
CY Contributions Grants$32,718CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$224,345PYInvestmentIncomeAmt
CY Investment Income$178,806CYInvestmentIncomeAmt
PY Other Revenue$21,243PYOtherRevenueAmt
CY Other Revenue$25,687CYOtherRevenueAmt
PY Total Revenue$276,926PYTotalRevenueAmt
CY Total Revenue$237,211CYTotalRevenueAmt
PY Grants And Similar Paid$320,278PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$479,821CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$14,512PYOtherExpensesAmt
CY Other Expenses$34,586CYOtherExpensesAmt
PY Total Expenses$334,790PYTotalExpensesAmt
CY Total Expenses$514,407CYTotalExpensesAmt
PY Revenues Less Expenses-$57,864PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$277,196CYRevenuesLessExpensesAmt
Total Assets BOY$5,618,647TotalAssetsBOYAmt
Total Assets EOY$5,675,204TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,618,647NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,675,204NetAssetsOrFundBalancesEOYAmt
MissionThe mission of this organizationMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$409,015ExpenseAmt
DescCONTRIBUTE TO COMMUNITY PROGRAMS IN NEED OF SOCIAL, FINANCIAL, EDUCATIONAL SUPPORT, HEALTHCARE & EMERGENCY RELIEF.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$31,512ExpenseAmt
DescSCHOLARSHIP FUNDS-BRIDGEPORT SCHOOLSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$39,294ExpenseAmt
DescSUPPORT ROTARY INTERNATIONAL PROGRAMS AND ACTIVITIES IN HEALTHCARE AND EMERGENCY RELIEFDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$479,821TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHRISTOPHER GALLO CPAPersonNm
Phone2038951454PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 CENTERVIEW DRIVEAddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOHN COTTRELL PRESIDENT
1225 WELLS PL, STRATFORD, CT 066150.25Yes (X)$0$0$0
CHRIS GALLO TREASURER
16 CENTERVIEW DR, SHELTON, CT 064841.00Yes (X)$0$0$0
ED DAVIES SECRETARY
12 WHALLEY AVE, MILFORD, CT 064600.25Yes (X)$0$0$0
THOMAS ERRICHETTI ASST TREASURER
85 ACTON RD, BPT, CT 066060.25Yes (X)$0$0$0
ANNE GRIBBON TRUSTEE
40 BUTTERNUT LN, STRATFORD, CT 066140.25Yes (X)$0$0$0
CRYSTAL ENGRAM TRUSTEE
ONE CROSS ST., BPT, CT 066100.25Yes (X)$0$0$0
WILLIAM HASS TRUSTEE
16 FREEDOM WAY, MONROE, CT 064680.25Yes (X)$0$0$0
JATIN MEHTA TRUSTEE
32 SOUTHPORT WOODS, SOUTHPORT, CT 068900.25Yes (X)$0$0$0
CAROLYN VERMONT TRUSTEE
90 DODD AVE., BPT, CT 066060.25Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$32,718AllOtherContributionsAmt
Total Contributions$32,718TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,708TotalRevenueColumnAmt
Exclusion$58,708ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$120,098SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$120,098SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$120,098TotalRevenueColumnAmt
Exclusion$120,098ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$25,687FundraisingGrossIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,687TotalRevenueColumnAmt
Exclusion$25,687ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$237,211TotalRevenueColumnAmt
Exclusion$204,493ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$452,321TotalAmt
Program Services$452,321ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$27,500TotalAmt
Program Services$27,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,560TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,560ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$31,959TotalAmt
Program Services$0ProgramServicesAmt
Management And General$31,959ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS TAXESDesc
Total$67TotalAmt
Program Services$0ProgramServicesAmt
Management And General$67ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$514,407TotalAmt
Program Services$479,821ProgramServicesAmt
Management And General$34,586ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$23,038BOYAmt
EOY$46,922EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,595,609BOYAmt
EOY$5,628,282EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,618,647BOYAmt
EOY$5,675,204EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$5,618,647BOYAmt
EOY$5,675,204EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,618,647BOYAmt
EOY$5,675,204EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,618,647BOYAmt
EOY$5,675,204EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$277,196ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$333,753NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Public Support Total170$0PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,338CurrentTaxYearMinus1YearAmt
Current Tax Year$32,718CurrentTaxYearAmt
Total$215,307TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,553CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,338CurrentTaxYearMinus1YearAmt
Current Tax Year$32,718CurrentTaxYearAmt
Total$215,307TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$43,396CurrentTaxYearMinus3YearsAmt
Total$43,396TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$43,396CurrentTaxYearMinus3YearsAmt
Total$43,396TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$171,911PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,183CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,039CurrentTaxYearMinus1YearAmt
Current Tax Year$58,708CurrentTaxYearAmt
Total$186,042TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,183CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,039CurrentTaxYearMinus1YearAmt
Current Tax Year$58,708CurrentTaxYearAmt
Total$186,042TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$401,349TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.42830PublicSupportCY509Pct
Public Support PY5090.54550PublicSupportPY509Pct
Investment Income CY0.46350InvestmentIncomeCYPct
Investment Income PY0.33900InvestmentIncomePYPct
Private Foundation509Yes (X)PrivateFoundation509Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Various-CFGNH Investments$2,917,979F
Various-People's Wealth Mgmt$2,710,303F
FieldValueIRS element (for citing)
Total Book Value Securities$5,628,282TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
Community Hands in Action
120 Middle StreetBridgeportCT06602475294115501(c)(3)$14,450CashN/AMentoring Program
LifeBridge Community Services
475 Clinton AvenueBridgeportCT06605060646974501(c)(3)$10,000CashN/ACommunity Closet
Council of Churches of Bpt
1100 Boston Ave Bldg 5ABridgeportCT06610060662195501(c)(3)$12,850CashN/ASchool Based Services
CT Inst for Refugees & Immigrants
6760 Clinton AvenueBridgeportCT06604060669118501(c)(3)$11,000CashN/AYouth Literacy
Cardinal Sheehan Center
1494 Main StreetBridgeportCT06604061101081501(c)(3)$10,000CashN/AFitness for Life
Groundwork of Bpt
1001 Main St Ste 120BridgeportCT06604061556949501(c)(3)$10,000CashN/ASchool Youth Program
Junior Achievement of Western CT
835 Main StreetBridgeportCT06604060644315501(c)(3)$10,000CashN/ASTRETCH Academy
Mercy Learning Center of Bridgeport Inc
637 Park AvenueBridgeportCT06604222859879501(c)(3)$10,000CashN/ALiteracy & Life Skills
Urban Impact on Black Rock
65 Shelton RoadTrumbullCT06611263645411501(c)(3)$10,000CashN/APrime Time Kid Power
WAKEMAN'S BOYS & GIRLS CLUB INC
2414 FAIRFIELD AVEBRIDGEPORTCT06605060662198501(c)(3)$11,000CashN/AAfter School Program
BARNUM MUSEUM
820 MAIL STREETBRIDGEPORTCT06604222723433501(c)(3)$15,000CashN/AEDUCATION FOR TOMORROW
BRIDGEPORT HOSPITAL
267 GRANT STREETBRIDGEPORTCT06610060646554501(c)(3)$7,700CashN/ANUTRITION 101
BPT PUBLIC EDUCATION FUND
446 UNIVERSITY AVEBRIDGEPORTCT06604061379383501(c)(3)$12,000CashN/ACOLLEGE MENTORING
CARIBE YOUTH LEADERS
1067 PARK AVENUEBRIDGEPORTCT06604200421577501(c)(3)$10,000CashN/ABUILDING TODAY'S YOUTH
CENTER FOR FAMILY JUSTICE
753 FAIRFIELD AVENUEBRIDGEPORTCT06604060646991501(c)(3)$10,000CashN/ACAMP HOPE
CITY LIGHTS & COMPANY
130 ELM STREETBRIDGEPORTCT06604205462244501(c)(3)$10,000CashN/ABPT STUDENTS

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeBRIDGEPORT HIGH SCHOOL STUDENTSGrantTypeTxt
Recipient11RecipientCnt
Cash Grant$27,500CashGrantAmt
Valuation Method UsedCashValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bDraft of Form 990 was presented. Once approved then submitted.
Pt VI, Line 19Available upon request. Must be in writing to address on Form 990.
Pt VI, Line 12cOfficers & Trustees are required to disclose annually.
Pt XITransfer received from Interested Person at their liquidation. See Schedule L for details.